Business Page
Bruce D. Kowal, CPA
Tax & Financial Services
4.9 stars
7 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
Certified Public Accountant, Texas State Board of Public Accountancy
About us
If your CPA isn't proactively finding you $10K+ in tax savings annually, you're funding the IRS instead of your retirement. I specialize in turning real estate from a tax burden into a wealth-building machine - whether you own one property or fifty. After 40+ years as a CPA, I've built systematic wealth strategies that most accountants never learn. While other CPAs do basic tax prep, I architect tax deferral systems that keep your money working for YOU. My clients follow a proven pathway: * Stage 1: Bulletproof record-keeping systems from day one (because you can't optimize chaos) * Stage 2: Strategic entity structures that minimize current taxes * Stage 3: Advanced deferral strategies - 1031 exchanges, cost segregation, REP status * Stage 4: Integrated wealth systems combining real estate, strategic entities, and generational planning I don't work with everyone. You need to be serious about building wealth, not just collecting properties. You need to follow systems, not wing it. And you need to think long-term, not just this year's deductions. If you're tired of watching the IRS get rich off your hard work, let's build your wealth defense system.
Specialties
Tax & Accounting
Tax prep & filing
RE Professional Status
Syndication Taxes
MultiState Taxes
1031 Exchange
Business Taxes
Reviews (7)
4.9 stars
7 Reviews
0.0 star
0 Reviews
4.9 stars
7 Reviews
5.0 stars
4 months ago
Reviewed by
Karen Stills
We found ourselves facing an unexpected tax situation that felt overwhelming. We were worried about the potential consequences and didn't know where to turn.
That's when we contacted Bruce Kowal. From our first meeting, we felt reassured by his knowledge and confidence. What impressed us most was how he translated complex tax matters into terms we could understand.
Bruce Kowal developed a strategic approach that protected our interests and achieved an outcome far better than we imagined possible. As a result, Bruce saved us upwards of $50,000 and got all penalties abated.
The peace of mind we've gained is truly priceless. We can now focus on our business and family without this hanging over us.
For anyone experiencing tax-related challenges, we offer our highest recommendation for Bruce Kowal’s services.
Karen and Jay Stills, Stone Mountain GA
4.0 stars
4 months ago
Reviewed by
David Garcia
Great service from Bruce, helped save a ton!
5.0 stars
11 months ago
Reviewed by
Stacy Lambert
I reached out to Bruce after speaking with several other agencies that were no help at all. I unfortunately had waited until about two weeks prior to my filing deadline, so we were definitely on a time crunch.. Bruce was amazing. He stepped up and worked quickly. I’m thankful I found him. He did an amazing job on my taxes, getting me more money back than I thought was possible! I’m super thankful I found him and you can believe I will be using him going forward. Thanks Bruce!
5.0 stars
11 months ago
Reviewed by
Jovan Stevens
After trying multiple tax resolution companies and getting nowhere and wasting thousands of dollar paying people to do nothing I met Bruce and he got it done from start to finish. Didn’t have to chase him at all . Got my passport back and now I’m back on track with the IRS. Definitely recommend Bruce.
5.0 stars
about 1 year ago
Reviewed by
Robert Wilkos
I cannot recommend Bruce highly enough! He has been an incredible asset during a challenging time with my IRS issues and back taxes. From the moment I reached out, he displayed a deep understanding of tax law and provided clear, actionable advice that helped me navigate the complexities of my situation.
Bruce was always patient and thorough, taking the time to explain every detail and answer my questions. He worked tirelessly on my behalf, ensuring that all my concerns were addressed and that I felt supported throughout the entire process.
Thanks to Bruce’s expertise and dedication, I now feel much more at ease about my tax situation. If you're looking for someone who truly cares about their clients and delivers results, look no further than Bruce Kowal.
Thank you for everything!
Robert Wilkos
Co Founder
VIP JETS
5.0 stars
about 1 year ago
Reviewed by
Glen Finkel
Bruce is that rare professional who combines deep domain expertise and broad financial savvy with a warm and empathetic humanity. Bruce has provided me with exceptional tax accounting, tax advice, and investment advice for well over a decade. I cannot recommend him more highly.
5.0 stars
about 1 year ago
Reviewed by
Greg DeFeyter
Bruce provided exceptional service and abundance of knowledge with helping me file my taxes. I was behind on my prior 2 years of tax filing and Bruce reassured me and walked me though every step of the way to ensure that i got the maximum return while keeping in mind my goals. He was able to guide me to ensure I would be able to qualify to purchase another home and continue to reach my goals. Thank you so much for relieving me of my stress and assisting me with my tax filings.
5.0 stars
4 months ago
Reviewed by
Karen Stills
We found ourselves facing an unexpected tax situation that felt overwhelming. We were worried about the potential consequences and didn't know where to turn.
That's when we contacted Bruce Kowal. From our first meeting, we felt reassured by his knowledge and confidence. What impressed us most was how he translated complex tax matters into terms we could understand.
Bruce Kowal developed a strategic approach that protected our interests and achieved an outcome far better than we imagined possible. As a result, Bruce saved us upwards of $50,000 and got all penalties abated.
The peace of mind we've gained is truly priceless. We can now focus on our business and family without this hanging over us.
For anyone experiencing tax-related challenges, we offer our highest recommendation for Bruce Kowal’s services.
Karen and Jay Stills, Stone Mountain GA
4.0 stars
4 months ago
Reviewed by
David Garcia
Great service from Bruce, helped save a ton!
5.0 stars
11 months ago
Reviewed by
Stacy Lambert
I reached out to Bruce after speaking with several other agencies that were no help at all. I unfortunately had waited until about two weeks prior to my filing deadline, so we were definitely on a time crunch.. Bruce was amazing. He stepped up and worked quickly. I’m thankful I found him. He did an amazing job on my taxes, getting me more money back than I thought was possible! I’m super thankful I found him and you can believe I will be using him going forward. Thanks Bruce!
5.0 stars
11 months ago
Reviewed by
Jovan Stevens
After trying multiple tax resolution companies and getting nowhere and wasting thousands of dollar paying people to do nothing I met Bruce and he got it done from start to finish. Didn’t have to chase him at all . Got my passport back and now I’m back on track with the IRS. Definitely recommend Bruce.
5.0 stars
about 1 year ago
Reviewed by
Robert Wilkos
I cannot recommend Bruce highly enough! He has been an incredible asset during a challenging time with my IRS issues and back taxes. From the moment I reached out, he displayed a deep understanding of tax law and provided clear, actionable advice that helped me navigate the complexities of my situation.
Bruce was always patient and thorough, taking the time to explain every detail and answer my questions. He worked tirelessly on my behalf, ensuring that all my concerns were addressed and that I felt supported throughout the entire process.
Thanks to Bruce’s expertise and dedication, I now feel much more at ease about my tax situation. If you're looking for someone who truly cares about their clients and delivers results, look no further than Bruce Kowal.
Thank you for everything!
Robert Wilkos
Co Founder
VIP JETS
5.0 stars
about 1 year ago
Reviewed by
Glen Finkel
Bruce is that rare professional who combines deep domain expertise and broad financial savvy with a warm and empathetic humanity. Bruce has provided me with exceptional tax accounting, tax advice, and investment advice for well over a decade. I cannot recommend him more highly.
5.0 stars
about 1 year ago
Reviewed by
Greg DeFeyter
Bruce provided exceptional service and abundance of knowledge with helping me file my taxes. I was behind on my prior 2 years of tax filing and Bruce reassured me and walked me though every step of the way to ensure that i got the maximum return while keeping in mind my goals. He was able to guide me to ensure I would be able to qualify to purchase another home and continue to reach my goals. Thank you so much for relieving me of my stress and assisting me with my tax filings.
